S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.66B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,458
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14.3M
3
+$9.78M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$3.89M

Top Sells

1
+$20.7M
2
+$9.18M
3
+$6.5M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.75M
5
BND icon
Vanguard Total Bond Market
BND
+$1.73M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 3.58%
3 Financials 3.57%
4 Healthcare 3.52%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$1.68K ﹤0.01%
117
+37
2852
$1.68K ﹤0.01%
233
-1,372
2853
$1.68K ﹤0.01%
149
+116
2854
$1.66K ﹤0.01%
26
-84
2855
$1.66K ﹤0.01%
47
-203
2856
$1.66K ﹤0.01%
37
-69
2857
$1.64K ﹤0.01%
40
2858
$1.64K ﹤0.01%
122
+91
2859
$1.64K ﹤0.01%
76
+50
2860
$1.64K ﹤0.01%
+73
2861
$1.62K ﹤0.01%
31
2862
$1.61K ﹤0.01%
+70
2863
$1.6K ﹤0.01%
39
+6
2864
$1.6K ﹤0.01%
100
+50
2865
$1.59K ﹤0.01%
90
-371
2866
$1.58K ﹤0.01%
55
2867
$1.57K ﹤0.01%
120
-66
2868
$1.57K ﹤0.01%
59
-37
2869
$1.57K ﹤0.01%
88
+12
2870
$1.56K ﹤0.01%
40
-79
2871
$1.55K ﹤0.01%
+101
2872
$1.55K ﹤0.01%
56
-176
2873
$1.54K ﹤0.01%
1,000
2874
$1.54K ﹤0.01%
38
-60
2875
$1.54K ﹤0.01%
26
-50
113 114
115
116 117